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    Kimberly Carroll

    Financial Advisor - Inspiring Women Investors, Families & Individuals, Executives and Retirees to Live Life on Purpose

    Kimberly A. Carroll is a dedicated and experienced financial advisor with over 30 years in the financial services industry.

    She is passionate about educating her clients to understand their financial situation and achieve their goals, whether it's sending a child to college, taking a dream vacation, or retiring comfortably.

    Kimberly focuses on creating customized solutions to help clients manage their assets and feel secure about their future.

    She collaborates with a dedicated team including Sr. Branch Office Administrator Coleen Callahan to provide comprehensive financial services and support to clients nationwide.

    Kimberly is licensed in several states and believes in a client-first approach, working closely with CPAs and estate planning attorneys to protect and transfer legacies.

    Outside of work, Kimberly enjoys spending time with her family, traveling, renovating their farmhouse, and relaxing on Martha's Vineyard.

    She values building meaningful relationships with clients and helping them lead purposeful, well-planned lives.

    Kimberly's educational background includes studies in finance, accounting, education, martial arts, and interior design from various prestigious institutions.

    Throughout her career, she has held key positions at Edward Jones, Ameriprise Financial Services, Columbia Threadneedle Investments, SunLife, and Freeman A. Davison Insurance Agency.

    Kimberly Carroll
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    Location

    Providence County, Rhode Island, United States